Envestnet Asset Management
STXS icon

Envestnet Asset Management’s Stereotaxis STXS Stock Holding History

Envestnet Asset Management’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158K Sell
91,578
-44,194
-33% -$83K ﹤0.01% 4687
2026
Q1 		$250K Sell
135,772
-29,909
-18% -$65.6K ﹤0.01% 4391
2025
Q4 		$381K Buy
165,681
+33,007
+25% +$87.9K ﹤0.01% 3877
2025
Q3 		$413K Buy
+132,674
New +$344K ﹤0.01% 3890
2025
Q2 		– Sell
-89,937
Closed -$158K – 4547
2025
Q1 		$158K Buy
89,937
+28,862
+47% +$61.5K ﹤0.01% 4181
2024
Q4 		$139K Buy
61,075
+11,622
+24% +$24.3K ﹤0.01% 4165
2024
Q3 		$101K Buy
49,453
+2,325
+5% +$4.68K ﹤0.01% 4138
2024
Q2 		$85.8K Buy
+47,128
New +$106K ﹤0.01% 4068

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LIM
Lagoda Investment Management New York $182M AUM 58.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
APCM
Arbiter Partners Capital Management New York $190M AUM 50.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management's STXS Position: Q2 2026 in Review

Envestnet Asset Management reduced its Stereotaxis (STXS) stake by 33% in Q2 2026, selling an estimated $83K and leaving 91,578 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #4687.

Envestnet Asset Management first reported a position in STXS in Q2 2024 and has held it in 8 quarters since. The position peaked at $413K in Q3 2025. 108 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • Envestnet Asset Management held 91,578 shares of Stereotaxis worth $158K as of Q2 2026.
  • Envestnet Asset Management sold 44,194 Stereotaxis shares in Q2 2026, an estimated $83K.
  • Stereotaxis made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4687 holding.
  • Envestnet Asset Management first reported a position in Stereotaxis in Q2 2024 and has held it in 8 quarters since.
  • Envestnet Asset Management's Stereotaxis position peaked at $413K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.